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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,383 | $190,916-91.4% | $160,037-89.8% | $134,545-87.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.31% | 552.79%-550.5pp | 408.95%-406.6pp | 418.37%-416.1pp |
| Employer contribution / active EE | $2,828 | $4,996-43.4% | $4,226-33.1% | $4,742-40.4% |
| Participant deferral / active EE | $902 | $6,925-87.0% | $6,184-85.4% | $6,401-85.9% |
| Admin fee / account holder | $2,646 | $10,497-74.8% | $8,716-69.6% | $11,431-76.8% |